BLNIX Mutual Fund

NAV$15.09

Returns Overview

1 Month
-0.20%
3 Months
+9.30%
6 Months
+8.19%
YTD
+7.64%
1 Year
+17.25%
3 Years (annualized)
+16.70%
5 Years (annualized)
+9.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BLNIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Morningstar Moderate Target Risk Index(MSAAMMOR)
This Mutual Fund (YTD)
+7.64%
Peer Avg (YTD)
+5.87%
vs Peers
+1.78%

BLNIX Mutual Fund Performance

BLNIX performance across multiple time periods: 1-month -0.20%, YTD 7.64%, 1-year 17.25%, 3-year 16.70%, 5-year 9.39%.

BLNIX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

BLNIX performance comparison shows side-by-side returns with another fund. BLNIX alternatives are available in the Mutual Fund Screener.